Sastrify acts as your single source of truth, consolidating all SaaS-related documentation into one centralized hub. By centralizing your contracts, MSAs, and invoices, you gain better oversight, smoother collaboration, and a more streamlined renewal process.

How to Find Your Document Repositories

To manage files for a specific tool:

1. Go to Inventory > Suppliers & Products.

2. Select the Subscriptions tab.

3. Click on a specific Subscription and select the Documents tab.

Supported Document Types

Organize your files into categories to maintain a clean audit trail and trigger automated features:

• Contracts: Primary agreements. Tip: Uploading here activates Contract AI, which automatically extracts key dates and data into your Summary tab.
  
  
  

• Terms (T&Cs): General legal frameworks and service rules.

• MSA: Master Service Agreements that govern multiple sub-contracts.

• DPA: Data Processing Agreements (essential for GDPR compliance).

• Offers: Quotes or renewal proposals to use as leverage in future negotiations.

• Miscellaneous: Usage reports, implementation roadmaps, or setup screenshots.

How to Upload Documents

You can add documents using two simple methods:

1. Drag & Drop: Pull a file directly into the designated category area.

2. Manual Upload: Click the area to browse and select a file from your local device.

Editing & Managing Files

To keep your library organized, we recommend naming files accurately, specifying the type, and assigning dates for better version control.

• To Edit: Click the three-dot icon (⋮) next to any document > Edit Information > Update attributes > Save Changes.

• To Download/Delete: Use the corresponding icons located on the right side of the document line item.

Best Practice: Always assign an accurate name and date to your documents. This ensures better version control and makes files searchable for your entire team.